Shell Asset Management’s Appian APPN Stock Holding History

Shell Asset Management’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,394	Closed	-$78K	–	1257
2022 Q4	$78K	Sell	2,394 -190	-7%	-$7.49K	﹤0.01%	1215
2022 Q3	$106K	Sell	2,584 -341	-12%	-$16.5K	﹤0.01%	1213
2022 Q2	$139K	Buy	2,925 +4	+0.1%	+$201	﹤0.01%	1208
2022 Q1	$178K	Sell	2,921 -434	-13%	-$24.6K	﹤0.01%	1187
2021 Q4	$219K	Buy	3,355 +10	+0.3%	+$831	﹤0.01%	1188
2021 Q3	$309K	Sell	3,345 -150	-4%	-$16.6K	0.01%	1073
2021 Q2	$481K	Buy	+3,495	New	+$397K	0.01%	934

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shell Asset Management's APPN Position: Q1 2023 in Review

Shell Asset Management sold out of Appian (APPN) in Q1 2023, closing a stake of 2,394 shares — an estimated $78K sold.

Shell Asset Management first reported a position in APPN in Q2 2021 and held it in 7 quarters. The position peaked at $481K in Q2 2021. 209 funds tracked by Wall St. Rank hold APPN as of Q1 2023.

Shell Asset Management reported no remaining Appian position as of Q1 2023 after selling out during the quarter.
Shell Asset Management sold 2,394 Appian shares in Q1 2023, an estimated $78K.
Shell Asset Management first reported a position in Appian in Q2 2021 and held it in 7 quarters.
Shell Asset Management's Appian position peaked at $481K in Q2 2021.
209 funds tracked by Wall St. Rank held Appian as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.